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ACUTA CAPITAL PARTNERS, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1582844
Institutional-grade research for retail investors

Sector Allocation

  • Healthcare100.0%$143.5M

AUM History

13fpro.ai/research/fund/acuta-capital-partners-llc-1582844

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/acuta-capital-partners-llc-1582844

ACUTA CAPITAL PARTNERS, LLC 13F holdings — Q2 2026

$143.5M portfolio (+1.2% QoQ) · 23 holdings · Q2 2026 13F · top 10 are 74% of the stock portfolio

All holdings — ACUTA CAPITAL PARTNERS, LLC (Q2 2026)

23 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
ARGX$ARGXARGENX SEadr$4.4M+0.3%
MLTX$MLTXMoonLake Immunotherapeutics$4.2M+12%
DSGN$DSGNDesign Therapeutics, Inc.$4.1M+94%
NERV$NERVMinerva Neurosciences, Inc.$3.9M—
TSHA$TSHATaysha Gene Therapies, Inc.$3.8M+28%
AVLN$AVLNAvalyn Pharma Inc.$3.8MNew
AVTX$AVTXAvalo Therapeutics, Inc.$3.4M+206%
AMLX$AMLXAmylyx Pharmaceuticals, Inc.$3.0M+11%
ARTV$ARTVArtiva Biotherapeutics, Inc.$2.5MNew
CMPX$CMPXCompass Therapeutics, Inc.$1.3M-30%
UTHR$UTHRUNITED THERAPEUTICS Corp$1.2M—
CTNM$CTNMContineum Therapeutics, Inc.$1.0MNew
LBRX$LBRXLB PHARMACEUTICALS INC$939K—

What changed in Q2 2026

Against the previous quarter's 13F: 5 new, 9 added to, 6 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.

New positions (5)

  • AVBP$AVBPArriVent BioPharma, Inc.$7.6M

    first bought this quarter

  • FDMT$FDMT4D Molecular Therapeutics, Inc.$6.8M

    first bought this quarter

  • AVLN$AVLNAvalyn Pharma Inc.$3.8M

    first bought this quarter

  • ARTV$ARTVArtiva Biotherapeutics, Inc.$2.5M

    first bought this quarter

  • CTNM$CTNMContineum Therapeutics, Inc.$1.0M

    first bought this quarter

Added to (9)

  • WHWK$WHWKWhitehawk Therapeutics, Inc.+37%

    now $21.5M · held 10+ qtrs

  • AVTX$AVTXAvalo Therapeutics, Inc.+206%

    now $3.4M · held 2 qtrs, 2 adds in a row

  • DSGN$DSGNDesign Therapeutics, Inc.+94%

    now $4.1M · held 3 qtrs

  • TSHA$TSHATaysha Gene Therapies, Inc.+28%

    now $3.8M · held 5 qtrs

  • MLTX$MLTXMoonLake Immunotherapeutics+12%

    now $4.2M · held 3 qtrs, 3 adds in a row

  • AMLX$AMLXAmylyx Pharmaceuticals, Inc.+11%

    now $3.0M · held 4 qtrs

+3 more in the Excel export

Trimmed (6)

  • ERAS$ERASErasca, Inc.-25%

    now $4.9M · held 2 qtrs

  • TNGX$TNGXTango Therapeutics, Inc.-12%

    now $12.2M · held 3 qtrs

  • DRUG$DRUGBRIGHT MINDS BIOSCIENCES INC.-17%

    now $6.5M · held 7 qtrs

  • PRAX$PRAXPraxis Precision Medicines, Inc.-2%

    now $27.7M · held 10+ qtrs

  • OCUL$OCULOCULAR THERAPEUTIX, INC-10%

    now $5.2M · held 10+ qtrs, 3 trims in a row

  • CMPX$CMPXCompass Therapeutics, Inc.-30%

    now $1.3M · held 4 qtrs, 2 trims in a row

Sold out (9)

  • TERN$TERNTerns Pharmaceuticals, Inc.was $26.1M

    held 9+ qtrs

  • OCS$OCSOculis Holding AGwas $2.6M

    held 5 qtrs

  • RVMD$RVMDRevolution Medicines, Inc.was $2.5M

    held 9+ qtrs

  • 4D MOLECULAR THERAPEUTICS INCwas $2.3M
  • IDYA$IDYAIDEAYA Biosciences, Inc.was $1.6M

    held 1 qtr

  • IDYA$IDYACALLIDEAYA Biosciences, Inc.was $1.2M

+3 more in the Excel export

Firm AUM (Form ADV): $172.5M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F ACUTA CAPITAL PARTNERS, LLC has filed, 41 earlier quarters. Pick one to see what it held then.

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Is it too late to follow ACUTA CAPITAL PARTNERS?

Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of ACUTA CAPITAL PARTNERS's top 20 holdings: 20/100 (our AI quality score, weighted by position size; 10 of the 20 are scored)

Top 10 since filing

-27.5%

Value-weighted move of the 10 largest stock positions

Turnover

24%

Last quarter; 86% over the last 4

Top 10 weight

74%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

56%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

ACUTA CAPITAL PARTNERS, LLC disclosed 23 positions worth $143.5M in its Form 13F-HR for Q2 2026, led by $PRAX (Praxis Precision Medicines, Inc.) at 19.3% of the equity portfolio, followed by $WHWK and $TNGX. During the quarter the fund opened 5 new positions and exited 9 — including a new stake in $AVBP and a full exit from $TERN. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from ACUTA CAPITAL PARTNERS, LLC’s Form 13F-HR filing with the SEC under CIK 1582844.

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Vivo Capital, LLC$1.10B 13F book · 12 shared top holdingsPRAXAVBPTNGXDRUGCormorant Asset Management, LP$1.95B 13F book · 5 shared top holdingsPRAXERASDRUGMLTXLogos Global Management LP$2.32B 13F book · 10 shared top holdingsTNGXPRAXERASMLTXPERCEPTIVE ADVISORS LLC$6.66B 13F book · 5 shared top holdingsPRAXAMLXTNGXAVLNKVP Capital Advisors, LP$136.24M 13F book · 12 shared top holdingsPRAXWHWKSTROTNGXRTW INVESTMENTS, LP$11.71B 13F book · 4 shared top holdingsTNGXARGXERASTSHA

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AI-Powered Hedge Fund Analysis: ACUTA CAPITAL PARTNERS, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For ACUTA CAPITAL PARTNERS, LLC (SEC CIK: 1582844), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in ACUTA CAPITAL PARTNERS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.